Our Latest Financial Planning Insights

Global markets recovered strongly during April despite ongoing geopolitical tensions, elevated oil prices and inflation concerns. Investors focused on resilient corporate earnings, economic growth and continued investment in artificial intelligence, helping many sharemarkets recover much of the volatility experienced in March. Quilla's April 2026 Investment & Economic Snapshot examines the key market and economic developments that influenced investment markets during the mont

Global markets staged a strong recovery during April, rebounding from the volatility experienced in March. Investors looked beyond ongoing tensions in the Middle East and focused on resilient corporate earnings, renewed interest in technology and artificial intelligence, and signs that global economic growth remains relatively robust. While rising oil prices and inflation concerns continued to influence markets, both Australian and international shares delivered positive retu

The March Quarter Investment Insights provide a broader overview of market performance and the key economic and geopolitical factors that influenced global markets over the first quarter of 2026. While the quarter began with positive momentum, escalating tensions in the Middle East later in the period contributed to increased volatility, highlighting the importance of maintaining a diversified, long-term investment approach. How Different Asset Classes Have Fared (As of 31 Ma

The March Market Update provides an overview of recent market movements and the key factors influencing global investment markets. Geopolitical developments, rising oil prices and shifting interest rate expectations have contributed to increased volatility, reinforcing the importance of staying informed and maintaining a long-term perspective. How Different Asset Classes Have Fared March Market Update Key Themes: Australian and international equities retreated: The geopolitic

As part of our ongoing commitment to keeping clients informed, we’re sharing this Market Update Video March 2026 from our SMA partner, Quilla. Following our integration of Quilla’s investment expertise into our portfolio management approach, this update provides a concise, accessible overview of recent market movements and the key themes shaping the global economy. With ongoing uncertainty across markets, including interest rate expectations and geopolitical developments, s

As we move through a period of ongoing market uncertainty, staying informed and maintaining a balanced perspective remains key. Our latest Prepare for Life newsletter for Autumn 2026 brings together a range of insights focused on building resilience, protecting what matters, and supporting long-term financial well-being. Prepare for Life Autumn 2026: Protect & Grow Wealth in Uncertain Times This edition explores the importance of balancing growth and protection in your overa